LedgerPilot

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Manage all your bookkeeping clients from one place

Total Clients

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Pending Review

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Flagged Items

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Total Transactions

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Transactions

AI-powered categorization

✨ This is sample data. Upload your own CSV or connect QuickBooks to get started.

🔗 Connected Accounts

Total Transactions

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Categorized

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Flagged for Review ⓘ

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Needs human attention

Net Cash Flow

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Top Categories by Volume

Recent Uploads

Transactions

📂

No transactions yet

Upload a CSV export from your bank. LedgerPilot will auto-categorize every transaction with AI in seconds.

🏦Chase, BoA, Wells Fargo

✦26 QuickBooks categories

🚩Anomaly detection

⏱Done in < 30 seconds

Date	Description	Category	Status	Confidence ⓘ	Amount

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Business Name *

Industry

Notes (optional)

Upload Bank Statement

📄

Drop your CSV here

or click to browse. Supports most bank export formats.

Auto-categorize with AI after upload

Add Transaction

Date

Description

Amount (negative for expenses)

Notes (optional)

Edit Transaction

Description

Amount

Category

Status

Notes

AI Reasoning

Connect Accounting Software

Connect your accounting software to automatically sync transactions. LedgerPilot will pull your data and categorize everything with AI.

Q

QuickBooks Online

Sync purchases, invoices, deposits & journal entries

→

X

Xero

Sync bank transactions, invoices & bills

→

🔒 Secure connection — LedgerPilot uses OAuth 2.0. We never see your password. You can disconnect anytime.

AI is categorizing...

Analyzing transaction descriptions and patterns

Reading your bank statement

Detecting transaction patterns

Applying QuickBooks categories

Flagging suspicious transactions

Finalizing results

LedgerPilot

Welcome to LedgerPilot

Let's set up your first client in under 2 minutes.

✦AI categorizes every transaction — matched to QuickBooks categories automatically.

🚩Suspicious items get flagged — duplicates, anomalies, wire transfers you didn't recognize.

📊Manage multiple clients — one dashboard for all your bookkeeping clients.

Business Name *

Industry

📄

Drop your CSV here

or click to browse · Supports Chase, BoA, Wells Fargo, and most bank exports

✅ File ready — click Upload & Categorize to continue

💡 Don't have a CSV? Skip this step →

🎉

Your books are alive!

LedgerPilot just analyzed your transactions.

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Total

0

Categorized

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Flagged

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